Institutional Ownership Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF). We have compiled data on the 427 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,789
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 79.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,723
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
9,390
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 354.06%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
8,960
shares
|
$971,264
0.01% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
8,879
shares
|
$962,483
0.06% of portfolio
|
Q3 2025
Added 22.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,613
shares
|
$933,649
0.0% of portfolio
|
Q3 2025
Added 24.5%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
8,442
shares
|
$915,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,413
shares
|
$911,969
0.0% of portfolio
|
Q3 2025
Added 98.79%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
8,077
shares
|
$875,546
0.02% of portfolio
|
Q3 2025
Added 166.83%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
7,929
shares
|
$859,503
0.06% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,845
shares
|
$850,398
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
7,801
shares
|
$845,628
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,762
shares
|
$841,400
0.01% of portfolio
|
Q3 2025
Added 55.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,626
shares
|
$826,658
0.01% of portfolio
|
Q3 2025
Reduced 39.48%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,615
shares
|
$825,466
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,594
shares
|
$823,189
0.0% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,580
shares
|
$821,672
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
7,466
shares
|
$809,314
0.0% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
7,402
shares
|
$802,376
0.12% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
7,195
shares
|
$779,938
0.0% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
7,017
shares
|
$760,642
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
6,980
shares
|
$756,632
0.01% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,312
shares
|
$684,220
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
6,149
shares
|
$666,551
0.01% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,951
shares
|
$645,088
0.0% of portfolio
|
Q3 2025
Added 47.96%
|
|